Invoice Bridge Install

PIPEDRIVE + SHOPIFY

Send the invoice.
Keep the deal.

Turn Pipedrive deal products into a Shopify invoice. Your customer pays in Shopify checkout, and the payment and invoice stay with the original deal.

See install options Watch the 30-second demo

One subscription covers the whole Pipedrive company.

DEAL WORKSPACE Example

PIPEDRIVE DEAL

Northwind Studio

Won
Shopify invoiceInvoice #D104
$240.00
Invoice sent Attached to deal
Payment received Shopify checkout

One deal from first invoice to final payment.

HOW IT WORKS

From deal to paid in three steps.

  1. 01

    Build from the deal

    Open Invoice Bridge in Pipedrive. Use the products already on the deal, review the recipient and totals, and request approval if needed.

  2. 02

    Send with Shopify

    Email the invoice from the deal or copy its payment link. Your buyer pays through Shopify checkout.

  3. 03

    See payment in Pipedrive

    The same deal gets the invoice copy and payment history. Your team can see what’s paid and what still needs follow-up.

BUILT FOR THE SALES DESK

Handle the sale without losing the thread.

01 / PAYMENTS

Deposits and balances

Send separate payment invoices on one deal. Choose when the deal becomes Won, keep track of the remaining balance, and use managed fulfillment to reserve and ship the goods once.

02 / APPROVALS

Rules your team can follow

Admins set who can invoice, who approves, and which tax, certificate, and discount rules apply. Approvers can approve a draft or send it back with a reason.

03 / WEB ORDERS

Bring paid orders into your CRM

Link a returning buyer’s purchase to the matching person and organization. Create a lead for a new buyer, or assign a follow-up task to the right rep.

04 / FOLLOW-UP

Know what needs attention

See unpaid invoices, copy the payment link, and create a follow-up task. Refunds show the refunded amount and flag the deal for review.

PRODUCT DEMO

See an invoice go from sent to paid.

Watch the deal panel, Shopify checkout, and payment update in a development account.

Read the demo steps
  1. Open a Pipedrive deal with mapped products and create the invoice.
  2. Review the invoice and recipient, then send the invoice.
  3. The buyer pays through Shopify checkout.
  4. Refresh the deal to see the paid invoice and the original deal marked Won.

PRICING

One plan for the whole team.

One Pipedrive company, one Shopify store, all authorized users. Choose your plan in Shopify.

MONTHLY

$20 USD / month

All features included.

ANNUAL

$220 USD / year

Save $20 compared with 12 monthly payments.

Both plans offer a 7-day trial. Requires Shopify and Pipedrive. USD invoices supported. See pricing details.

GET INVOICE BRIDGE

Install from either marketplace.

Both listings are in review. Public install links will appear here after approval. Wherever you start, Shopify handles the subscription.

SUPPORT

Find your next step.

Get set up, learn how the invoice workflow works, or fix a problem before retrying an action.

Setup and user guideWalkthroughs, screenshots, and feature settings TroubleshootingCommon errors and what to do next Email supportrob@fortylights.com